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NewEdge Advisors Portfolio holdings

AUM $27.7B
1-Year Est. Return 23.01%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.01%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$22B
AUM Growth
+$2.6B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,282
New
Increased
Reduced
Closed

Top Buys

1
+$65.6M
2
+$59.5M
3
+$55.2M
4
BAI
iShares A.I. Innovation and Tech Active ETF
BAI
+$52.4M
5
QCOM icon
Qualcomm
QCOM
+$41.3M

Top Sells

1
+$54.8M
2
+$36.9M
3
+$36M
4
SNY icon
Sanofi
SNY
+$32.2M
5
AAPL icon
Apple
AAPL
+$23.5M

Sector Composition

1 Technology 15.23%
2 Financials 6.81%
3 Consumer Discretionary 4.31%
4 Communication Services 3.48%
5 Industrials 3.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3851
$1.22K ﹤0.01%
46
3852
$1.21K ﹤0.01%
448
3853
$1.21K ﹤0.01%
100
-352
3854
$1.2K ﹤0.01%
10
3855
$1.19K ﹤0.01%
226
+225
3856
$1.17K ﹤0.01%
300
3857
$1.17K ﹤0.01%
4
3858
$1.17K ﹤0.01%
371
+11
3859
$1.14K ﹤0.01%
385
3860
$1.11K ﹤0.01%
14
3861
$1.11K ﹤0.01%
164
-2
3862
$1.1K ﹤0.01%
34
-3
3863
$1.1K ﹤0.01%
+17
3864
$1.1K ﹤0.01%
+240
3865
$1.1K ﹤0.01%
+12
3866
$1.09K ﹤0.01%
+1,000
3867
$1.09K ﹤0.01%
102
+1
3868
$1.07K ﹤0.01%
+100
3869
$1.06K ﹤0.01%
563
+35
3870
$1.06K ﹤0.01%
457
-431
3871
$1.05K ﹤0.01%
+115
3872
$1.05K ﹤0.01%
77
+1
3873
$1.01K ﹤0.01%
109
3874
$999 ﹤0.01%
175
+148
3875
$996 ﹤0.01%
40
153 154
155
156 157